SHRY vs. KBWP ETF Comparison
Comparison of First Trust Bloomberg Shareholder Yield ETF (SHRY) to PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP)
SHRY
First Trust Bloomberg Shareholder Yield ETF
SHRY Description
The fund will normally invest at least 90% of its net assets in the securities that comprise the index. The index is designed to select dividend-paying securities issued by large capitalization U.S. companies.
Grade (RS Rating)
Last Trade
$38.45
Average Daily Volume
1,112
Number of Holdings
*
51
* may have additional holdings in another (foreign) market
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$106.19
Average Daily Volume
21,189
Number of Holdings
*
24
* may have additional holdings in another (foreign) market
Performance
Period | SHRY | KBWP |
---|---|---|
30 Days | 5.37% | 2.23% |
60 Days | 1.56% | 1.41% |
90 Days | 5.66% | |
12 Months | 28.90% |
1 Overlapping Holdings
Symbol | Grade | Weight in SHRY | Weight in KBWP | Overlap | |
---|---|---|---|---|---|
CB | C | 1.6% | 7.8% | 1.6% |
SHRY Overweight 50 Positions Relative to KBWP
Symbol | Grade | Weight | |
---|---|---|---|
MO | A | 5.11% | |
PFG | C | 4.52% | |
DELL | B | 3.98% | |
HPQ | C | 3.93% | |
AMP | A | 3.6% | |
EOG | C | 3.4% | |
DOW | B | 3.4% | |
PRU | A | 3.39% | |
AFL | A | 3.26% | |
MET | B | 3.26% | |
CMCSA | D | 3.23% | |
LMT | A | 2.94% | |
JNJ | D | 2.87% | |
GIS | B | 2.54% | |
CSX | D | 2.23% | |
MCK | A | 2.23% | |
MMM | A | 2.07% | |
CHTR | F | 1.9% | |
CME | D | 1.81% | |
LOW | D | 1.81% | |
GD | A | 1.78% | |
UPS | D | 1.73% | |
CL | A | 1.72% | |
CAT | C | 1.67% | |
AAPL | B | 1.62% | |
PG | A | 1.59% | |
HD | D | 1.57% | |
MAR | D | 1.53% | |
AON | D | 1.49% | |
HCA | C | 1.43% | |
ABT | F | 1.35% | |
UNP | C | 1.34% | |
KO | A | 1.34% | |
COST | A | 1.25% | |
LRCX | D | 1.25% | |
QCOM | A | 1.23% | |
ADP | C | 1.21% | |
V | C | 1.2% | |
SHW | D | 1.19% | |
KLAC | A | 1.19% | |
SLB | D | 1.12% | |
GOOGL | B | 1.08% | |
BLK | C | 1.03% | |
MCD | D | 0.89% | |
BX | C | 0.89% | |
MA | D | 0.86% | |
AMAT | C | 0.81% | |
ACN | D | 0.67% | |
MRK | B | 0.51% | |
SOLV | F | 0.34% |
SHRY Underweight 23 Positions Relative to KBWP
Symbol | Grade | Weight | |
---|---|---|---|
PGR | A | -8.56% | |
AIG | A | -8.4% | |
ALL | B | -8.09% | |
TRV | D | -7.53% | |
AXS | A | -4.33% | |
ACGL | A | -4.33% | |
HIG | B | -4.07% | |
CINF | C | -3.99% | |
AFG | C | -3.98% | |
THG | A | -3.95% | |
EG | C | -3.94% | |
KMPR | B | -3.89% | |
RNR | D | -3.84% | |
RLI | A | -3.84% | |
AIZ | D | -3.75% | |
WRB | D | -3.63% | |
SIGI | F | -3.57% | |
MCY | A | -3.21% | |
SPNT | C | -2.17% | |
HMN | C | -1.45% | |
PRA | C | -0.76% | |
UVE | B | -0.6% | |
JRVR | F | -0.31% |
SHRY: Top Represented Industries & Keywords
Industries:
Insurance - Life
Asset Management
Semiconductor Equipment & Materials
Aerospace & Defense
Computer Systems
Credit Services
Drug Manufacturers - Major
Home Improvement Stores
Household & Personal Products
Pay TV
Railroads
Beverages - Soft Drinks
Business Services
Chemicals
Consumer Electronics
Discount Stores
Diversified Industrials
Farm & Construction Equipment
Financial Data & Stock Exchanges
Health Information Services
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Insurance
Disability
Cloud Computing
Computing
Integrated Circuits
Life Insurance
Payment Solutions
Pharmaceutical Products
Advisory Services
Alcohol
Crude Oil
E Commerce
Electronics
Financial Products
Freight Transport
Health Care Products
Health Insurance
KBWP: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Insurance - Diversified
Insurance - Reinsurance
Keywords:
Insurance
Insurance Products
Casualty Insurance
S&P 500
General Insurance
Reinsurance
Actuarial Science
Insurance Coverage
Liability Insurance
Casualty Insurance Products
Health Insurance
Property Insurance
Disability
Health Insurance Products
Homeowners Insurance
Insurance Agents
Insurance Industry
Life Insurance
Medical Malpractice
Insurance Broker